10Cast Installation and Configuration

Welcome to 10Cast! All the information you need to set-up and configure the 10Cast solution for your Salesforce Organisation is included on this page. Please rest assured that if you encounter any issues, we are here to help.

There are four key stages to the installation and set-up of 10Cast for Salesforce.

2.1: Access the 10Cast Administration Page

2.2: Deal Match Question Configuration

This is a key part of the configuration of the 10Cast solution. If you are installing in a test environment, then you can complete this section quickly, however if this is you production installation, then careful consideration should have gone into the "Deal Match" questions that you use. 10Cast can advise on the appropriate configuration for your organisation, and offers a 1/2 Day workshop service to help your team decide on the appropriate questions.

You must configure at least one "Deal Match" question

You can configure up to ten "Deal Match" questions

When a user first accesses an Opportunity in the 10Cast mobile App they will be asked the questions which you configure here. These questions will help determine how closely the Opportunity fits to your ideal customer. The screen that the user is presented with will look like this:

Each question you configure is made up of three components

Keyword: This is the one or two word title for the question

Questions Text: This is the question that will be asked

Weighting: This is the importance assigned to the questions answer. (Total weightings for questions need to add up to 100)

Questions are answered on a sliding scale between one and ten, please take this into consideration when phrasing your questions.

After entering your questions, please click the "Complete Setup" button. This will complete your link to the 10Cast system!

2.3: Installation Complete

Your installation will now complete. Depending on how many opportunities you have in your system this process may take several minutes.

You will see a "PIN Code" - this code can be used by 10Cast Support to identify your system if needed. It is also used to allow your End user login accounts to be set up.

You can return to this screen (as the administrator) at any time. If needed, you can force a resend of all the users or opportunities to the 10Cast Server using the buttons on the bottom of this screen.

Install Configure Account Setup Install App

Step 3: User Accounts

3.1: Decide on users

Decide on which on your users you would like to participate in using 10Cast. For a trial this might be one user, or a small team of users, for use in your live environment it might be your entire sales staff.

Prepare a document, email or spreadsheet that includes the email address of each user you would like to access the system, and the username you woud like them to use to access the mobile application.